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Capsule Integration with CircleLoop

Integrate Capsule CRM with CircleLoop for a seamless business phone system.

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CircleLoop + Capsule CRM
Integration Gives You...

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Capsule Call Activity Logging

Every call, voicemail and call recording made through CircleLoop can be logged in Capsule as Notes against a contact in the address book.

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Capsule Contact Syncing

The details in your Capsule contact management system automatically sync with CircleLoop, giving you all your contact details ready to use.

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Next Level Inbound Caller ID

No matter what device you use CircleLoop on, if a caller is in your Capsule CRM all of their details will be displayed on screen when they call you

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Capsule CRM Call Integration with CircleLoop

Capsule makes CRM simple, yet powerful. With an excellent selection of features designed to help users nurture relationships, win more sales, make informed business decisions and keep their data safe. Offering a full overview of the sales pipeline alongside powerful sales analytics, Capsule is an excellent choice for anyone looking for a CRM platform. It’s designed to work in-line with a number of other platforms, integrating smoothly with the likes of Zapier, Zendesk and Xero.

CircleLoop is one of the tools that offers powerful integration with Capsule’s CRM offering.

How does CircleLoop integrate with Capsule?

CircleLoop installs quickly and integrates seamlessly with Capsule. Adding the full capabilities of a business phone system right there inside your CRM platform. CircleLoop enhances your Capsule experience, allowing you to log all call activity within your CRM platform, add different numbers for your users and its very own call analytics. These work well alongside Capsule’s own CRM analytics to give you an oversight of what’s going on with your sales pipeline.

CircleLoop has a number of additional features that give you a full phone system without the need for a desk phone. Operating across any device where you can install the app, it lets you access and call your Capsule contacts on the go.

Benefits of CircleLoop’s Capsule integration for your team

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Instantly know the Capsule contact that’s calling

Whatever app device you’re on, CircleLoop identifies the caller as long as they’re in your Capsule contacts and gives you a direct link to their profile on Capsule.

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Better customer management

As you can click to call within the Capsule platform, there’s no need for you to leave your CRM platform to make calls. Letting you have access to all your notes at the same time.

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Easily accessible call analytics

Every call you make through CircleLoop is logged automatically in Capsule, letting you see all your details and compare them with the sales analytics that Capsule offers.

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No need to take call notes

CircleLoop can log all your calls, recording them or converting them to text as well as your voicemails and missed calls. You’ll never need to take notes again.

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Search & call on the move

With access to the CircleLoop app on any of your devices, you can find your Capsule contacts, and all their notes, on the go. You can then easily call them wherever you are, and don’t have to worry about needing their notes when they call you.

Frequently Asked Questions about CircleLoop’s Capsule Integration

Can I synchronise my Capsule contacts with CircleLoop?

You certainly can! When you install CircleLoop you’ll be asked whether you want to sync your Capsule contacts and it’ll happen at the click of a button.

What other features does CircleLoop offer?

CircleLoop is a powerful business telephone service that works entirely through apps. When it integrates with Capsule there are a number of additional benefits that you’ll gain access to. These include a cross-device phone number, additional phone numbers, call analytics, conference call capabilities, team management and much more.

For more about what CircleLoop can add to your business, check out our features page or take a look at our settings guide for each app.

Smart features that save you time and money

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Self Service

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desktop and mobile apps

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DESK-PHONE OPTIONAL

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Retain existing numbers

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voicemail

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CALL FORWARDING

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Call transfer

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Notifications

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Conference Calling

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Call recording

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call greetings and menus

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call forwarding

Simple pricing

No contract, no set-up fees, no nasty surprises.

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RECOMMENDED

Make 15 + mins of calls a day

Unlimited

£15

+ VAT monthly per user

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Includes 1 UK Number

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All CircleLoop features

(Including call recording, conference calling & voicemail to text)

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Unlimited inbound calls

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Unlimited outbound calls

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International calls

From 3p / min

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SMS

4p / message

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No set-up or activation fees

Pay As You Go

£5

+ VAT monthly per user

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Includes 1 UK Number

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All CircleLoop features

(Including call recording, conference calling & voicemail to text)

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Unlimited inbound calls

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UK outbound calls

From 3p / min

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International calls

From 3p / min

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SMS

4p / message

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No set-up or activation fees

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14 day free trial, no credit card required

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Unlimited inbound calls

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Flexible packages

See the CircleLoop + Capsule integration in action

Start your FREE CircleLoop trial today

Setup only takes a couple of minutes. 14 day free trial - no card details required.

Already using Circleloop?

All you need to do is link your CircleLoop Capsule accounts.

Get CircleLoop for Capsule

How to set up your Capsule CRM integration

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